|Plenty of people can develop a basic P&L or sales history. |
We’re different because we understand a lot more than debits and credits.
|Which customers, products or projects make money? |
These are the key questions of a financially aware business.
|Reports won’t work if you can’t easily find your data, and they won't work if your data is a mess.|
We’ve written interfaces and extractions on a wide range of off-the-shelf and custom systems.
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7 Steps to Better Financial Reporting
9 Steps for Getting the Reports You Need
There’s an old story about a group of blind men who touch different parts of an elephant. They’re all convinced they understand what the elephant is. But, of course, their understanding differs depending on whether they touch the trunk, tail, tusk or leg. Sometime I think I’ve become the elephant. When I speak to folks about what I do (and especially when they read my blog), they often latch onto a part that relates to their own experience. It’s really nice when someone’s interested in what you do. But, as someone given to distraction, I’m often led astray. I think, “Wow, […]Read more
Organizations sometimes ask me to help them clean up a mess. Messes such as, “The numbers aren’t trustworthy,” “The close takes too long,” and “The software is ancient.” Whatever the type of mess, when cleaning it up we often encounter the same challenges: The folks you need to work with don’t trust you. People don’t like change. People don’t trust consultants in general. And most employees view the accounting department as a bunch of trolls. There’s a ton of stuff to do. Problems that took years to create can’t be solved immediately. Priorities are unclear. When there’s a ton of […]Read more
In my previous post, I discussed the five key changes I made in 2014. As I wrote about these changes, I had to ask myself why it took me so long to make them. I’ve always known that my business, while profitable, was a “freelancer on steroids” model. We had the classic freelancer problem: get a great gig, work like heck on it, panic and start marketing like crazy when the “gig is up” (as it were). Well, maybe it wasn’t that bad. Thankfully, we’re not dependent on one client—we have a base of about 10-15 recurring clients. But for […]Read more